Stoker Ostler Wealth Advisors Inc

Stoker Ostler Wealth Advisors, legally known as STOKER OSTLER WEALTH ADVISORS, INC., is an Arizona Corporation with 19 employees, 7 of whom occupy advisory roles. The company's client list remains unknown, but it is reliably reported that the U.S. Securities and Exchange Commission has approved its status, with a registration date dating back to April 14, 1997.

• BMO FINANCIAL CORP

  SOLE OWNER owns 75% or more

• CHARLES M CASSINELLI

  BOARD MEMBER owns less than 5%

• DRAGAN LAZICH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MATTHEW HAROLD MILLER

  BOARD MEMBER AND CHAIRMAN owns less than 5%

• MICHAEL CRAIG HALLS

  PORTFOLIO MANAGER owns less than 5%

• MICHAEL SCOTT BOLAR

  CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER owns less than 5%

• MICHELLE LEE DECKER

  CHIEF OPERATING OFFICER AND BOARD MEMBER owns less than 5%

• STEPHANIE ANN LAKE

  CHIEF FINANCIAL OFFICER owns less than 5%

• WALLACE WILLIAM HARRIS

  DIRECTOR owns less than 5%

• BANK OF MONTREAL

  SOLE OWNER owns 75% or more

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